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INCA Investments’s Coca-Cola Femsa KOF Stock Holding History

INCA Investments’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-115,500
Closed -$7M – 13
2019
Q4 		$7M Sell
115,500
-279,211
-71% -$16.4M 1.28% 11
2019
Q3 		$23.9M Sell
394,711
-330,823
-46% -$20.1M 4.54% 10
2019
Q2 		$45.1M Sell
725,534
-124,778
-15% -$8M 7.96% 6
2019
Q1 		$56.1M Sell
850,312
-270,220
-24% -$16.9M 9.62% 5
2018
Q4 		$68.2M Buy
1,120,532
+495,332
+79% +$30M 11.49% 3
2018
Q3 		$38.3M Buy
625,200
+169,900
+37% +$10.3M 7.7% 6
2018
Q2 		$30.7M Buy
+455,300
New +$27.9M 7.42% 7

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

INCA Investments's KOF Position: Q1 2020 in Review

INCA Investments sold out of Coca-Cola Femsa (KOF) in Q1 2020, closing a stake of 115,500 shares — an estimated $7M sold.

INCA Investments first reported a position in KOF in Q2 2018 and held it in 7 quarters. The position peaked at $68.2M in Q4 2018. 101 funds tracked by Wall St. Rank hold KOF as of Q1 2020.

  • INCA Investments reported no remaining Coca-Cola Femsa position as of Q1 2020 after selling out during the quarter.
  • INCA Investments sold 115,500 Coca-Cola Femsa shares in Q1 2020, an estimated $7M.
  • INCA Investments first reported a position in Coca-Cola Femsa in Q2 2018 and held it in 7 quarters.
  • INCA Investments's Coca-Cola Femsa position peaked at $68.2M in Q4 2018.
  • 101 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2020.

Based on INCA Investments's 13F filing for Q1 2020, filed 15 May 2020.